# 7 SUMMITS INVESTMENT MANAGEMENT, LLC

7 SUMMITS INVESTMENT MANAGEMENT, LLC of SANTA ANA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 331963
- Type: SEC-registered investment adviser
- Location: 19800 MACARTHUR BOULEVARD, SANTA ANA, CA, 92704
- Phone: 714-914-0408
- Latest filing: 2026-03-27
- Regulatory AUM: $1.2M
- Discretionary AUM: $1.2M
- Non-discretionary AUM: $1K
- Clients: 2
- Accounts: 8

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331963/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331963/similar
- Related entities: https://search.stillhousedata.com/firm/331963/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331963

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.